Account Type****** *******Account Owner******** *****Account Opps/Deals**** *****Closed Won • Mar 25**K $Closed
***** ********Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
CollaboratehealthChief Financial OfficerJun 24 - PresentHalo FiberChief Financial OfficerJan 24 - PresentMhkSVP FinanceAug 21- Dec 23
Brian PoppeSVP Income And Wealth PlanningView Profile, Brian PoppeJoshua CohenVice President Investment BankingView Profile, Joshua CohenKarine Pinto FlomenboimChief Financial OfficerView Profile, Karine Pinto Flomenboim